There’s an app for that
Apps help us manage our lives. But what about helping you track and measure your financial goals? Well of course, there’s an app for that.
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Market Wrap July 2021
Carrick Aland’s summary of global markets as the pandemic resurges, including major asset class performance and currency markets for July 2021.
Increase in SMSF membership
From 1 July 2021, self-managed super funds (SMSF) and small APRA funds (SAFs) will be able to have up to six members. If you are considering expanding your fund, you will need to consider things such as what your fund’s trust deed allows, the structure of your fund and its reporting requirements.
Contribution eligibility: Age & work test conditions
Financial success can hold a different meaning for all of us. Despite this, financial success is often linked to something we all tend to have in common, financial goals—our vision for the future.
3 Changes to superannuation
Bills containing important superannuation measures which may impact you have passed both Houses of Parliament. These measures have now also received Royal Assent, which is the final step required for a parliamentary bill to become law.
Navigating your way through redundancy
A Financial Adviser will discuss the impact of redundancy on your overall financial situation and how to achieve a favourable payment outcome.
Market Wrap May 2021
Carrick Aland’s summary of global markets as the pandemic lingers, including major asset class performance and currency markets for May 2021.
SMSF quarterly statistical report – March 2021
The ATO’s March 2021 quarterly statistical report has revealed the total number of SMSFs will soon hit 600,000, with consistent growth seen across establishments and assets as the industry heads into a post-COVID recovery economy.